Salesforce Solutions Architect

Itero Group; Sterling (VA); Hybrid; USD 110,000 - 140,000; Full time

Benefits offered by this job

Health & Wellness

PTO & Holidays

401(k) with company match

Job summary

Itero Group is looking for a Salesforce Solutions Consultant with a strong Financial Services background to join our team in Sterling, VA. You will partner with executives, business leaders, and technical teams to drive CRM strategy and digital transformation on the Salesforce platform, translating objectives into scalable solutions.

Ideal candidates bring 5+ years of Salesforce consulting and 3+ years in Financial Services, with a track record of client workshops, executive presentations, and

Qualifications

• 5+ years Salesforce consulting experience.
• 3+ years supporting Financial Services organizations.
• Experience leading client-facing workshops and executive presentations.
• Strong understanding of CRM strategy and customer journey design.
• Experience in regulated environments preferred.

Responsibilities

• Serve as a trusted advisor to financial services clients throughout the project lifecycle.
• Lead discovery sessions, requirements workshops, and stakeholder interviews.
• Analyze current-state business processes and recommend Salesforce-based solutions.
• Translate business objectives into functional and technical requirements.
• Present recommendations and solution strategies to executive leadership and business stakeholders.

Skills

Client-facing consulting

Executive-level communication

Business requirements gathering

Business process mapping

Analytical problem-solving

Education

Bachelor's degree

Tools

Sales Cloud

Service Cloud

Data Cloud

CRM Analytics

OmniStudio

Job description

Itero Group is a Women-Owned Small Business focused on simplifying complex transformations. We empower clients in the private and government sectors to become more optimized, digitally enabled, and data-driven organizations through our comprehensive business consulting and innovative delivery solutions.

Itero Group's dedicated team members are experienced thought leaders, tenacious workers, and creative thinkers. We hire people who are passionate about being catalysts for change - in our company, for our clients, throughout our career- and we empower people to express their ideas, create better practices, innovate better products, and become better professionals.

We have been named a Great Place to Work for six years, and offer a competitive salary and benefits package.

Salesforce Solutions Consultant – Financial Services

Location: Sterling, VA (Hybrid – 2-3 days onsite)
Duration: Direct Hire / Full-Time

Position Overview

Itero Group is seeking an experienced Salesforce Solutions Consultant with a strong background in Financial Services to join our team supporting enterprise clients. This role is ideal for a consultative professional who can partner with executive stakeholders, business leaders, and technical teams to drive CRM strategy and digital transformation initiatives leveraging the Salesforce platform.

The ideal candidate brings a blend of functional consulting expertise, Salesforce solution design experience, and industry knowledge across banking, wealth management, insurance, lending, or capital markets. This individual will play a key role in translating business objectives into scalable Salesforce solutions while serving as a trusted advisor throughout the engagement lifecycle.

Responsibilities

• Serve as a trusted advisor to financial services clients throughout the project lifecycle.
• Lead discovery sessions, requirements workshops, and stakeholder interviews.
• Analyze current-state business processes and recommend Salesforce-based solutions.
• Translate business objectives into functional and technical requirements.
• Present recommendations and solution strategies to executive leadership and business stakeholders.

Solution Design

• Design scalable Salesforce solutions utilizing platform best practices.
• Develop user stories, process flows, functional specifications, and solution documentation.
• Recommend and design solutions utilizing:
  • Sales Cloud
  • Service Cloud
  • Data Cloud (preferred)
  • CRM Analytics (preferred)
• Partner closely with Salesforce Architects and Developers throughout implementation efforts.
• Apply industry knowledge to support business processes including:
  • Client onboarding
  • Know Your Customer (KYC)
  • Anti-Money Laundering (AML)
  • Commercial Banking
  • Wealth Management
  • Lending and Capital Markets

Project Delivery

• Participate in sprint planning, backlog refinement, solution reviews, and demonstrations.
• Facilitate User Acceptance Testing (UAT).
• Provide post-production optimization and continuous improvement recommendations.

Required Qualifications

• 5+ years of Salesforce consulting experience.
• 3+ years supporting Financial Services organizations.
• Experience leading client-facing workshops and executive presentations.
• Strong understanding of CRM strategy and customer journey design.
• Experience working within highly regulated environments preferred.

Technical Skills

Required

• Salesforce Service Cloud
• Salesforce Flow Automation
• Reports & Dashboards
• Security Model
• Profiles
• Permission Sets

Preferred

• Salesforce Data Cloud
• CRM Analytics
• Experience Cloud
• OmniStudio
• Marketing Cloud
• MuleSoft

Required Skills

• Strong client-facing consulting experience
• Executive-level communication and presentation skills
• Business requirements gathering
• Business process mapping
• Functional documentation
• Change management
• Workshop facilitation
• Analytical problem-solving skills

Preferred Certifications

One or more of the following certifications is strongly preferred:

• Salesforce Business Analyst
• Salesforce Advanced Administrator
• Salesforce Service Cloud Consultant
• Salesforce Platform App Builder

Education

Bachelor's degree in one of the following preferred:

• Information Systems
• Business
• Finance
• Computer Science
• Related discipline

What Success Looks Like

The successful candidate will demonstrate the ability to:

• Build trusted relationships with executive stakeholders.
• Design scalable Salesforce solutions aligned to business objectives.
• Improve operational efficiency and customer experience.
• Bridge business and technical teams throughout the implementation lifecycle.

If you are looking for a role where you will lead with integrity, create and innovate, inspire excellence, be a respected member of the team, drive results, and have fun, we look forward to connecting with you!

Benefits at Itero Group

At Itero Group, we’re proud to offer a comprehensive benefits package designed to support your health, financial well-being, and work-life balance:

• Health & Wellness: Medical (BC-BS), dental, and vision plans to suit your needs.
• Paid Time Off: Generous PTO, paid holidays, and increasing PTO based on years of service.
• Retirement Savings: 401(k) plan with company match and auto-enrollment.
• Company-Paid Coverage: Short-term and long-term disability, life insurance, and AD&D insurance.
• Additional Options: Voluntary benefits including pet insurance and student loan assistance up to $1,000 annually.
• Perks: FSAs, HSAs, wellness programs, and more to enhance your work-life balance.

Join us and enjoy a benefits package designed with you in mind!

Itero Group is an equal opportunity employer and does not discriminate against any employee or applicant because of race, age, sex, color, physical or mental disability, religion, sexual orientation, marital status, national origin, veteran status or political affiliation.